KCS - How to Change the Fee Recipient on a Flat Fee Matter

Objective:

  • Choose a new Fee Recipient on a Flat Fee Matter

Environment:

  • Clio Web App

Additional Information:

An Invoice must not be generated in order for this to be edited. 

Procedure:

  1. Navigate to the Matter
  2. Click Edit
  3. Scroll to the Billing Preferences dropdown
  4. Choose a new Fee Recipient 
  5. Click Save Matter

 

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